>> karen. >> jwn. i think it's overdone. nothing but sell side coming in here. you got to be a buyer of these dips. you do need the overall market to perform the next couple days. >> all right. i'm melissa lee. you see you back here meantime, "mad money" starts right now. i'm jim cramer. welcome to my world. >> you need to get in the game. >> they're going to go out of business, he's nuts, they're nuts. they know nothing. >> i always like to say there's a bull market somewhere. "mad money" you can't afford to miss it. hey, i'm cramer. welcome to "mad money," welcome to cramerica. my job is not just to entertain you, but educate you. call me. with the averages hanging in

there. dow, nasdaq climbing, you couldn't help but see some stocks are actually at last transcend the gravitational pull of washington, apple, google and amazon. look, i'm as aggravated as you are about the lack of progress over the fiscal cliff. is there progress? is there no progress 123 are the democrats giving? have they given? the only thing given that i know is the tablet. that's what i want to spend a moment on while we bemoan is the farce that is washington. one of the worst aspects of this era where we have to hang on the word of every people who frankly aren't actually trying to make us any money, and if anything want to take it from us, is there are companies doing amazing things, soen in the interests of reminds us some companies are doing great things that can make you money, i want to celebrate the products

of three terrific companies as well as their stocks, because after all this is "mad money," not mad tablets. first one of my favorses is the column that consequence taply amazes me, david pentagon, the "new york times" writer who opines brilliantly in a can't-miss column about tech products. i love this guy. today's product starts several enough, a segment of an npr-call-in seg meant that he was going to offered opinions, but to quote, all six callers had the same question -- which tablet should i get? it was a terrific jumping-off spot. however, for me, this question was the perfect jumps-off point not to figure out what's the best tablet, but to try to predict the future of technology stocks in general and the three

standout players -- amazon, google and apple in particular. let's start with a personal computer. pentagon was all set to talk about which ones were the beth. while it's only anecdotal, nobody wants a pc? that means, we have to stay away from hewlett-packard and dell. there was a time when we actually wanted to weigh in on which computer was the best. now they're just plain irrelevant. that means the stocks are irrelevant, too, sell, sell, sell. second we don't want what's -- i think that intel is having such a weak quarter it may have to preannounce a shortfall. microsoft, ouch, windows 8, maybe not so hot. but you would have thought there would be one call about the surface. allegedly red-hot tablet, with all -- i better -- i can't turn on a football game without

reading about it, seeing it. no, what's on the radar screen? worrisome. even worse, again for microsoft no one asked about game consoles. i'm used to writing off sony and nintendo, the also-rans, about you if there's no console question, again anecdote 58, we can't expect xbox to be the secret sauce, either. pogue talks about ereaders, with considerable praise about the nook. just to show you how a column like this is simply no more than a jumping off report, it tells you the nook doesn't drive things. a four-cent loss, and despite what looks like outstanding nook sales, we're dealing with a company that had 1.88 billion sales, and didn't produce much return. there was plenty of progress in terms of cash flow, but in the end the stock sold off badly.

no snookie for the nook, as long -- which brings me to the three musketeers of tech. that's what i'm calling it from now on. google, amazon and apple. now, all three, like barnes & noble can't be judged by the tab lt. products, but we can and must make broader adjustment pogie makes the point they all offer superior products. he says that point-blank, to me that says, well, hold it, this isn't about private labels offering superior value to branded products. no, it's the opposite. second, these companies are relentless innovators, always trying to one-up each other. everywhere, the more i dig, the more i realize this sunday zero sum. all three could be winners in their own way. amazon is a champ. not because of the kindle, but because it's offering superior

value. i believe it's the only real retail winner in a terrible month of november. we saw those numbers today. when the stores are closed in the wealthy portions of the northeast, that brings more to amazon. google, the last quarter was such a stinker, kind of count this company out these days, don't we? without after the incredible decline, but that's in part because the core business of advertising is being crimped by the move to mobility. google seems to be stumbling in that transition, one i think that facebook has mastered, but google is a player where it has to be in tablets and phones. it innovates and gets right back in the game the way microsoft and intel used to. it's all missouri, show me, but nevertheless when i read about their products, they may very well show us, which brings me to apple. [ mooing ] >> the amazing thing, pogue admits that apple does have some

incredibly serious competition for the ipad, but the competition happens to be the ipad mini. he doesn't come out and say it. the takeaway is while google is coming after apple hard with the nexus, the game still belongs to apple, why? because the app.s that make the apple ecosystem. all that lives within that ecosystem -- winners. on amazon, which is a super retailer with a slick razor to run the razor blades, apple is truly a tablet and smartphone driven company with a solid pc and ipod business, too. the fact that pogue masse it to be the de facto gift, when wall street seems to be disappointed with the ipad as well as sales for the iphone 5, tells me that the rally happened a dozen days ago may have more steam. the bottom line -- sometimes you don't want to overthink things in an ungamable fiscal cliff

negotiation, it pays to keep a chance on the maintain. it may well be the three musketeers of tech. and the best stock. barbara in texas, barbara. >> caller: hi, jim, this is barbara. i'm interested in knowing, i god in liquidity services today at 3704. it's gone down lower, and how would you -- you put a stop in around a little lower, but --. >> yeah, boy, you know you know, this is a difficult market played. i think you're in the non-beth of briefed. jim in logan. >> caller: thank you for taking my call. >> my pleasure. >> caller: my question is there's been a lot of talk about the possibility of a copper shortage. >> i read that. very interesting.

>> caller: yeah. i was wondering, how does that affect a stock like caterpillar? >> they don't relate. if you're talking about the raw costs, that's largely steel. steel is in glut, and the fact is if there's a copper shortage because there's so much business, cat will be benefiting. i think that's the case. the stock acted very well today in the face of negative comments elizabeth? >> caller: hey, cramer. i own iaci. >> sure, i know it. >> you know one of major holdings is match.com. in october the stock took a huge hit as a result of a patent infringement lawsuit. okay, this is of cat at. it's a possibility of future losses. however, the fundamentals remains intact.

is it a match made in heaven or a bad day? >> it's a profital, as is the -- i thought it was terrific. i am a buyer of interactive corp. as the way for washington to rise above, remember to keep your eye on the main prize -- the chance it's apple, it's amazon, it's google. for me, apple, it's still the real standout. "mad money" will be right back. coming up -- power up? >> the devastation left in the wake of sandy is a stark reminder of just how vulnerable or critical infrastructure is. as the crucial backbone is rethought and rebuilt, cramer looks at one stock that seems to be in a powerful position. could it recharge your

portfolio? later -- >> house of pleasure. pending home sales rose to a five-year high today. which stock should you move into, as the foundation in growth and housing becomes more secure? tonight, it's an open house for three potential plays on a resteal rebound. which one should you put an offer out on? plus best medicine? health care trust of america leases over 12 million feet of medical space nationwide. could their hefty dividend help your portfolio stay healthy? cramer gives his prognosis in an exclusive with its ceo just ahead. all coming up on "mad money." [ male announcer ] this december, remember --

you can stay in and share something... ♪ ♪ ...or you can get out there with your friends and actually share something. ♪ the lexus december to remember sales event is on, offering some of our best values of the year. this is the pursuit of perfection. offering some of our best values of the year. i've been a superintendent for 30 some years at many different park service units across the united states. the only time i've ever had a break is when

i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. having you ship my gifts couldn't be easier. well, having a ton of locations doesn't hurt. and a santa to boot! [ chuckles ] right, baby. oh, sir. that is a customer. oh...sorry about that. [ male announcer ] break from the holiday stress. fedex office.

now that we've had a month to reflect on one thing is very clear. our nation needs a new power grid. you know that and i know that. i call this a wake-up call to government officials and the utilities they regulate all over this country to finally start fixes or infrastructure. it's not that the storm knocked out power. one of the reasons why it took days or even weeks for people in new york or new jersey to get electricity back is because our grid is outdated. did you know that 30% of our infrastructure is already beyond its useful life. another 30% is approaching the end of its usefulness. this equipment should have been replaced ages ago. one of the reasons why you're disgusted in the northeast about what happened, and you have right to be. after sandy i think we'll finally start tackling this issue and start taking it seriously.

one of the reasons is our lousy electrical grid is also a security threat. heaven forbid a terrorist wanted to do some damage. all they would have to do is knock out a couple power substations, which are sdwrenlly only protected by chain-link fence. take a look at this clip. doesn't that look like something out of a science fiction movie where aliens are invading? escape from new york part 2. anybody who has seen that footage knows we need to upgrade our equipment. that's where quanti-services comes in. it's a leading special contractor that designs, installs, upgrades, repairs and main tans electric power networks, both for transmission and distribution. if you were driving on any interstate before sandy, you probably saw caravans of trucks -- what is that company? it's the who you gonna call

outfit. plus quanta builds oil and gas pipelin pipelines. in short, it's a post-sandy play with a pipeline kicker. no wonder the stock at 25 is only a pont and a half off its 52-week high. because our grid is in dire repairs, spending is on the rise, with an estimated 2 to 3 times average historical levels action and we can say for many years to come. this was ready before sandy was hit. it's fabulous for quanta. post-sandy -- thanks to these trend they're looking at solid growth for the next three to five years. because so much of the grid is made up of equipment past its shelf life, companies need to

spend a lot more money -- the same thing is going on also in canada. their electrical grid is just as outdated as ours, that's why quantitia has made acquisitions. canadian utilities estimate $100 mill won on new transmission distribution construction. potential a really big business for this company, so it's riding a great bull market in building on the new electrical power infrastructure, something that accounts for about two thirds of the company 'sales. also a play on the pipeline bull market. i've talked about the operators so many times. kendra morgan, all of these, you know, the within -- mark wet, that big secondary. these are the guys spending billions upon billions to lay new pipe to service all the

recent discoveries in north america, the bakken shale, it's not the companies that build the lines, but quanta. they have a complete turncake dr telco infrastructure division. last week the company as it was selling the business to daikon, but i like that, it's a pure play on the two areas that have the most bit. the power business, which we know after sandy is well, you have to put money in and the pipeline business where the money is being pumped in. it's been on a real roll. most recently when they reported in the after math of sandy, they posted a spectacular 11 cent el earnings beat off a 37 cent basis. rising 34.7%, and they gave up guidance for the next quarter. it's the triple play. because this is an infrastructure builder, we care about the backlog.

the book of business -- they're new book. the 12-month back-day-old log rose to a new record. the bookings increased by 17% for the previous quarter. think about it like this. quanta is a $5 billion company with more than $4 billion of business over the next year. doesn't that sound like the kind of stock you want to own? . i think it's a terrific long-term story, firing on all cylinders. even though the stock is up 20% for the year, it's still pretty darn cheap. and the stock is ten bucks below where it was four years ago before the great recession took hold and when there wasn't nearly as much business as there are in and out. i'll bet it could get a substantial higher price to earns multiple. the tragedy of hurricane sandy was a revelation. our country needs to upgrade its

power grid and we've got to do it now. in this one area, it seems like our state governments and utilities are actually on the case, which is why you want to own quanta services, power, pwr, the company that builds out any infrastructure and a killer pipeline business. what's not to like? after the break, i'll try to make you more money. coming up -- >> how should of pleasure. pending home sales rose to a five-year high today, but which stock should you moved into is it as the foundation for growth and housing becomes more secure. tonight it's an open house for three potential plays on a real estate rebound. which one should you put an offer out on? with the spark cash card from capital one,

olaf gets great rewards for his small business! pizza! [ garth ] olaf's small business earns 2% cash back on every purchase, every day! helium delivery. put it on my spark card! [ pop! ] [ garth ] why settle for less? great businesses deserve great rewards!

awesome!!! [ male announcer ] the spark business card from capital one. choose unlimited rewards with 2% cash back or double miles on every purchase, every day! what's in your wallet? no doubt about it. housing is coming back, with a vengeance. pending home sales increased by 5.2% from september to october. that's a five-year high. every peet of data has been positive or incredibly positive. you know the housing stocks i have recommended, more on those later in the show. i'm always trying to find less exploited ways to play the

housing resurgent. i want to look at the derivative plays that have become publicly. we're talking about zillow, truia and it's where potential renters and buyers go to find out all things related. they make point if regular display advertising, but putting up listing. the most recent ipo is it's realogy involved -- it's supposed to been a fragmented business, but they have a huge shares. which of this es recent ipos is the best way. all three stocks when they came

public had very first trawl stocks, but trulia and zillow spiked higher. zillow went public at $20, and roses 78.9%. truia became public in september, pricing 17, pops 41% on the first day of trading, just like zillow, the stock has pulled back to's len than a dollar above its ipo price. priced at $27. rising 26.7%. since then realogy has kept on rallies. it's just a couple dollars off its high. i wish it were lower, i really

do. what i think this is a case where the action is quite telling. there's a reason it's done so much better in the aftermark. it's because it has the most sustainable growth trajectory. that's what this stock market wants. lately they're not necessarily in a good way. the thing that differentiates them from any other sbrr neat place is they also sell leads to real estate agents. right now this is a three-man game with zillo, trulia and realogy, but it's a very low barriers to entry. there's nothing from stopping anyone coming in on the action. and once they have finished monetizing the use base, growth is slow, maybe slowing dramatically. based on their recent results, we may already be reaching that

negative inflection point where people get tired of checking their home, stuff like that. when zillow reported on september 5th, it was good, but that isn't as important as the guidance going forward, and the 2k3w50id yansz was just plain disappointing, which caused the stop to pleadly get plaquesed it it was already beginning to decelerate dramatically. now zillow grew revenues last week, but for 2012 it's only expected to grow at a 72% growth, and the latest was just 67%. i know those are high on an absolute basis, but the street regarded it as a imagine decelerated. that's what makes investors want to hit the road. the company beat the estimates when reported november 7th, but it was a low quality beat, which is why the stock plummeted. 9 strength came from the media

business, display ties mitts while the market-place side came in below the projects. the subscriber growth decelerated. we know from google's last quarter, the advertising business has gotten hard. they're walking on a tightrope. zillow trades at 48 times next year's earnings. trulia trades at a rather astounding 103 times next year's numbers. they need to deliver stellar results. but real dogy is different. it's substantial old-line company with a management with decades of experience. it benefits directly from the rebound in housing, and more volume the transactions is increasing rapidly. in a market these days, frankly i want to go with the old hands and tried and true. realogy owns seven, franchises

thousands of more brothers. the business model here isn't complicated. when one real ogy's real tore sells a home, the company gets a commission based on the sales price of the home. so now that we're seeing both more transactions and higher housing prices, it has a great way to make more money. it's pricey, selling 29 times next year's earnings and 15% long-term growth rate. so we're going to be careful here. i think the growth, though, can be revised higher as the housing rebound continues. that said i'm anowed maybe to the low 30s. i would buy it slowly and gradually. remember, if we do go over the fiscal cliff that will take the whole market down, so you put this on a shopping list that could give you a terrific entry point. i think the cycle is so darn strong, it can trump the ills of the fiscal cliff, at least once

it's sorted out. ultimately the cliff will be sorted out. of the three housing-related ipos, you need to be careful with zillow and trulia, the only one i will endorse is real ogy, and only if it comes down. how about michael in california, please? michael. >> caller: boo-yah to you, jim. with a solid dividend that pays monthly at almost a 16% yield, the current valuation a dollar benine book value, isn't a.r.r. a great value? >> you know what? i have thought it was. this is another one of those real estate mortgages reits, that i have somewhat been mystified about the price performance. someone asked about this on the street, and i said i think it should be doing better. i agree, i think it's an okay buy. john in oregon, please.

>> caller: boo-yah, jimmy, how are you? >> boo-yah back at you. >> caller: residential 4078 builders, i bought in about six or eight months ago, i have about four of them right now. it seems like the market as flattened out as far as they're concerned. should i hang onto them or ring the bell? i was talking with the research director, a frequent contributor to "fast money." we both felt the say way, this is a pullback, a pullback in time. i want you holding on to them. i think they'll have a very good 2013. i would rather consolidate, mutual fund housing, but the group, the sector is a good one, and the h.e.x. is an etf that's also -- just so we know, that one is coming back very strongly yesterday. chad in florida, please. >> caller: hey, jim, a boo-yah from orlando. >> man, i wish i were in

orlando. i wish it was warm. what's up? >> caller: i have a question on north start realty finance. it looks lie this got up graded today. could it be a way to play a comeback? >> we look at this one, this is a very, very good company. they're a real estate debt company. here's what i want to do. i want it on the shelf. that's how we'll make our best adjustment. you're invited to come on "mad money." whether you're house hunting on profit-hunting. i think realogy is the best, but pricey. still too high. let it come in, but don't hesitate to pull the trigger. it's best in show. don't move. lightning round is up next. it's a brutal full-contact sport.

it is time. it's time for the liningening round. buy buy buy or sell sell sell. hey, staffsers prepared the graphics on the fly. then the lightning round is over. i want to start with brian in ohio. brian? >> caller: hey, jim, out of cleveland here, i have a question for you on mark west here. i bought it around 51. i watched it go up, back down, do i dump it or -- >> no, no, you've fine. they priced that secondary. you know how important it is to get the natural gas. it goes higher. hold on to it. larry in indiana, hey, a great

big boo-yah from indiana. >> we went out to kelly's school it was fantastic. >> caller: basic of america, what do you think? >> my favorite is wells fargo. i'm not a big fan, but it will go up, but i'm going to say willen, if you own it, that's fine. check in new jersey. >> caller: hi, jim. i saw your interview with mr. hegman. will there be an up side for the stock when they finally merge? >> a great question. remember, it's levered to natural gas drilling and oil drilling. the problem is if you think of the rig count every week, it is down, doing poorly, because people are shedding natural gas drilling. you have to hold it for a long time. too many people are hot money,

this is not hot money, it's a long-term speculation, but it is spec because of the balance sheet. mike? >> caller: hi, jim. how are you, partner. >> caller: from the land of enchantment in albuquerque. >> love it. >> caller: jim, i'd like to know about lsi. >> i think l system i is breaking good, not breaking bad. i think the company is doing quite well. however, it is technology, which is a disliked sector. lsi is doing well, though. let's go to roy in new jersey. my homestate. roy? >> caller: thanks for taking my call. do you agree with the deutsche bank analyst that is recommend epps i loan is the 30? >> i think the guy was saying how much lower can it go? i think exxon, that's how i interpret their statements. i would rather by in a company duke controversial saying things about the ceo, but i think epps

i loan has not treated the shareholders right. michael in georgia, please. >> caller: hi, jim. i was wonders about nokia. >> here's why they're buying nokia, because they -- if that dog doesn't have as much fleas, maybe nokia is flea-less. here's my problem it can go to four, five, i neat a fundamental reason to own a stock, and i don't it with nokia. jim? >> caller: my stock is dupont. >> it was a terrific question by my old friend whether too hard on dupont or ellen coleman. i'm going to tell you it's a very weak hold, no better than that. let's go to steve in new york.

steve? >> caller: boo-yah, jim. >> boo-yah, steve. >> caller: thanks for taking my call. i enjoy watching your show. >> thank you. my question is despite the looming fiscal cliff, how do you feel about buying and holding a high-dividend stock such as pitney-bowes. >> i'm worried, it has a 12%, 13% yield. that's a classic red flag. that makes me concerned. i'm using the old herb greenberg tactics saying, wait a second. it's just too darn high. i'm going to say don't buy. that, ladies and gentlemen, is the conclusion of "the lightning round." the lightning round is sponsored by -- coming you know, beck medicine. healthcare trust of america leaseses medical space nationwide providing for stable income. could the hefty dividend help your portfolio state healthy?

there's a an exclusive with the ceo just ahead. he's climbing ev, scuba diving the great barrier reef with sharks, or jumping into the market, he goes with people he trusts, which is why he trades with a company that doesn't nickel and dime him with hidden fees. so he can worry about other things, like what the market is doing and being ready, no matter what happens, which isn't rocket science. it's just common sense, from td ameritrade.

which isn't rocket science. when you take a closer look... ...at the best schools in the world... ...you see they all have something very interesting in common. they have teachers... ...with a deeper knowledge of their subjects. as a result, their students achieve at a higher level. let's develop more stars in education. let's invest in our teachers... ...so they can inspire our students. let's solve this. that makes watching tv even better. if your tv were a hot dog, zeebox would be some sort of fancy, french mustard. just like adding fancy mustard to a hotdog makes you go "woah!," zeebox adds video, info, and playalongs to spice up your favorite shows. download zeebox free and say "woah" every time you watch tv.

people worry about having to pay a higher tax rate, i get that, but when you can snag high-quality stocks that yield more than 5%, i'm all ears. that's one of the reasons i want to tell you about health care trust of america, a newly minded real estate trust that owns medical office buildings. hga is a very defensive stock. unlike retail reits, it's levered to a sector health care that just does fine when the economy goes in recession. look, it's a real possibility if you go off the cliff. plus a limited supply of medical office space. this is a nice, steady business.

let's take a closer look with scott pierce. mr. peters, welcome to "mad money" so much. >> thank you for having me. >> i try all the time to find companies that might be beneficiaries of the affordable health care act. i stumbled on you guys. you're the one? >> we think we are. we've been fort. health care systems are now running like businesses. with 30 to 40 million more insured coming up, you this need a most affordable location to off those services. those are mlbs, they're on campus, and jim, i think over the next 10, 20 years there will be core critical real estate. >> most of them are in crowded fields. the hotels divvied up, a lot of retail space. this is a $250 billion sector. you seem like you're just scratches the surface.

>> 250 billion is the estimated value. they're going to monetize some of these assets. it's a great opportunity for us to be selective, toss disciplined, by great assets, long-term value with great yields for our investors. >> just go over for our retail investors most of our audience. when you say monetize, who is monetize snug why are they doing it? why are you the beneficiary? >> health care systems, going back to the affordable care act, 30 to 40 million more folks will be insured, will have to have services. the aging population, we all know the demographics, you get older, live longer, that will put the health care systems, we're beginning to see this in a position of how do i best utilize my cash? in an assert? >> think build something, and historically they've had cheaper access to debt and so forth,

with in new affordable care act, you're seeing health care systems say, look, it's better if i monetize, take that cash, put it into physicians, put it in for the infrastructure. one of the reasons we like on-campus, is because they put tremendous amounts of dollars into the infrastructure of their hospitals. >> walk us through what you had in mind when you started the company. is it the idea every week you grow a bit? >> well, you know, we have a very strong balance sheet. one of the things we wanted to do when we became public over the last six years is maintain low leverage. 30% leverage to enterprise value. we're investment-grade company. 57% of our tenants that are credit rated, 40% that are investment glade. we want to focus on three things. we want to take the 91% occupancy. >> and you think that's a possibility? >> i do. over the next 24, 36 months. remember the affordable care act

doesn't start until 2014 really. >> second, we want to make sure that when we acquire assets, we do it very care flfl. big field, 250 billion, lots of time to do that, and so we'll go through same-store growth, 2 1/2, 3 1/2%, acquisitions where it makes sense. use our balance sheet appropriately, and i think we have a great opportunity for investors over the next 3, 5, 7 years. >> construction, is there a lot of new construction, or basically lifted to where they could flood the place, the country with office builds. >> go back to the location. for health care systems, they need to be located near a hospital. so core critical real estate are on they campuses. in high-density areas, there is lot a lot of space to be able to build on, so i think that the development is a ways away before we see any significant amounts. >> last question, i appreciate

you're wearing our button rise above. fiscal cliff and your company, something we need to worry about? less than other companies? >> we're in a great asset class. it's defensive. we've talked about some of the benefits. we as a company have a great balance sheet. we're seeing our leasing better in the last three months than in the last eight years. i thif you've heard that, stabilization of rates, so i think from our particular business standpoint, we would love to see the fiscal cliff solved, we would love to see fundamentals come back to sense, but our affordable care act, i don't see that as a big impact at all. >> simple, good clean story with good distribution, nice yield. scott peters, chairman and president of health care trust of america. they are not involved with the crazies in of america other than

maybe they can profit from it. [ male announcer ] if you suffer from heartburn 2 or more days a week,

why use temporary treatments when you can prevent the acid that's causing it with prevacid24hr. with one pill prevacid24hr works at the source to prevent the acid that causes frequent heartburn all day and all night. and with new prevacid24hr perks, you can earn rewards from dinner deals to music downloads for purchasing prevacid24hr. prevent acid all day and all night for 24 hours with prevacid24hr.

are we underestimating sandy, just plain wrong about how much rebuilding needs to be done? maybe this morning we got a recognition from bill dudley, president of the new york

federal reserve, that sandy might be the big one. i think he's right. the numbers we have seen sound like overestimates, you know? hmm-um, i think they're going to be dramatically understating the destruction. there are whole swaths of sandy's wake that haven't begun to be measured. the only measurement is today when we saw the shortfall in retail sales from the chains hurt by the hurricanes. maybe only amazon was able to capitalize. i think repairing the the materials that will be used to rebuild are simply not usable. the victims of warehouses that straddle the ports of new york and new jersey, warehouses were basically washed away by the storm doesn't get written about enough. there's been many an article lamenting the lack of insurance and many people are struggling to put the pieces intoic

together, particular in the hard-hit rockaways, but there's other high-income areas, where, insurance or not, the rebuilding will start in earnest when the supplies are replenished, something that may not occur until the second quarter. i believe it will provide a level of business that could shock people. i'm talking about very basic companies like georgia gulf for pipe. usg for gypsum board. louisiana-pacific and weyerhaeuser for board and wood, lumber highest prices since 2006 this morning. i expect it would extend, even appliances and paints, again old favors, whirlpool and sherwin-williams. this one is so big it could move the needle for caterpillar, definitely unighted rentals, we'll hear numbers being bumped you will for automatic these companies as they furiously try

to get the inventory where it's needed. just hiring contractors, a newfound labor shortage and wipeout, it will be difficult, but this event will supply multiple quarters of growth, and growth you must invest in during during the next four to eight weeks. it's ironic the housing and construction business was just beginning to come back on its own. with this morning's strong pending home sales number, but sandy damage, you get sharply better than expected quarter for companies that have serial disappoi disappointers, a major change, one that become the story for the first half of 2013. stick with cramer. can i help you?

i heard you guys can ship ground for less than the ups store. that's right. i've learned the only way to get a holiday deal is to camp out. you know we've been open all night. is this a trick to get my spot? [ male announcer ] break from the holiday stress. save on grounipping at fedex office.

and i'm here to tell homeowners that are 62 and older about a great way to live a better retirement. it's called a reverse mortgage. [ male announcer ] call right now to receive your free dvd and booklet with no obligation. it answers questions like how a reverse mortgage works, how much you qualify for, the ways to receive your money, and more. plus, when you call now, you'll get this magnifier with l.e.d. light absolutely free. when you call the experts at one reverse mortgage today, you'll learn the benefits of a government-insured reverse mortgage. it will eliminate your monthly mortgage payments and give you tax-free cash from the equity in your home. and here's the best part -- you still own your home. take control of your retirement today. ♪ ♪

♪ you can stay in and like something... ♪ [ car alarm deactivates ] ♪ ...or you can get out there with your family and actually like something. ♪ the lexus december to remember sales event is on, offering some of our best values of the year. this suit of perfection. some kind of stunning news. we got a bad number from yum. why? because ka today fried chicken, one of the brands, is a big seller in china. it looks like china is decelerated. we've got to do some work tonight on that and come back tomorrow. this has long been one of the best stocks that we have talked about. all right. we've got great news to report tonight. our fabulous executive producer regina had a baby girl today. we want to welcome